Senior Private Wealth Advisor
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Citi in San Jose, California seeks a Sr. Analyst in Wealth Relationship Management. This role blends client relationship building with advanced financial planning and regulatory compliance.
You will lead with discovery, profile clients, and deliver holistic solutions across banking, credit, and investments, while coordinating with product specialists. Ideal candidates have 5–8 years of experience, FINRA registrations, and strong analytical, verbal and written communication skills.
We have an opening for a Senior Private Wealth Advisor in San Jose, CA, United States within Finance, Sales.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 88..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Private Wealth Advisor role in the description above.
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